+149.5%
NTAP vs OPEN
-42.5%
+192.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.6% | +1.1% | -2.3% |
| 7D | +7.2% | -15.0% | +22.2% | +8.2% |
| 30D | -18.4% | -40.2% | +21.8% | -16.2% |
| 3M | -11.3% | -67.4% | +56.1% | -5.7% |
| 6M | +53.8% | -74.0% | +127.8% | +65.2% |
| YTD | +72.0% | -79.6% | +151.6% | +86.4% |
| 1Y | +68.0% | -86.1% | +154.1% | +85.4% |
| 3Y | +149.5% | -41.4% | +190.9% | +119.5% |
| All | +149.5% | -42.5% | +192.0% | +119.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded OPEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling